The Zoho CRM app for Android brings your complete CRM environment to your smartphone, enabling sales teams to manage customer relationships, update records, and collaborate with colleagues from anywhere. The Android app is built around the same modules and data as the desktop version, ensuring a consistent experience across all your devices.
The Getting Started resources for the Android app cover installation, initial sign-in, and an introduction to the app's layout and navigation. New users are guided through accessing their modules, understanding the home screen, and performing basic operations so they can become productive quickly.
The Android app can be personalised to match your team's workflow. You can reorder and configure the modules displayed in the navigation, adjust display settings, and tailor the app's behaviour to align with how your CRM is structured. Changes sync with your account settings, so customisations remain consistent when switching between mobile and desktop.
Record views in the Android app are flexible and configurable. You can switch between different list views, apply saved filters, sort by field values, and access the same custom views you have set up in the desktop version of Zoho CRM. This ensures you are always working with the most relevant subset of your data, regardless of the device.
Location features in the Android app support field sales teams who need to manage client visits efficiently. You can view nearby contacts and accounts on a map, get directions to a client location, and check in when you arrive at a meeting. These check-ins are logged as activities in CRM, creating a complete record of field visits without manual data entry.
The app supports calling, emailing, and messaging directly from within a record. Communications initiated through the app are automatically logged against the relevant contact, lead, or deal, keeping your CRM data complete and up to date. Team collaboration features, including Feeds and shared notes, are also accessible from the Android app.
You can create, edit, delete, and manage records across all your CRM modules from the Android app. Actions such as adding notes, uploading attachments, associating related records, and converting leads are all available. Any changes made on the app synchronise with your account in real time, ensuring consistency across your team.
Workflows and automated actions configured in your Zoho CRM account apply when records are updated via the Android app. You can also interact with Blueprint-driven processes, submit records for approval, and carry out workflow-triggered tasks from your phone, ensuring your business processes remain operational on the move.
The Android app includes compliance configuration options relevant to data protection and privacy requirements. Administrators can manage consent settings, control how personal data is handled, and apply the appropriate restrictions to ensure mobile CRM usage aligns with your organisation's data governance policies and applicable regulations.
Zia, Zoho CRM's built-in AI assistant, is available in the Android app. Zia can surface intelligent suggestions, predict the likelihood of closing a deal, recommend the best time to contact a prospect, and flag anomalies in your data. By having Zia accessible on mobile, your team benefits from AI-driven insights wherever they are working.